Zachariah Davis
Zachariah Davis is a registered investment advisor at Sparrow Advisors, LLC, based in Dallas, TX, with 21 years of industry experience. Zachariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sparrow Advisors' asset management fee covers portfolio design, construction, ongoing management, supervision, and rebalancing. The advisory fee is up to 2.00% per year, charged quarterly in advance. They also assess a program fee up to 0.40% per year, charged quarterly in advance, to cover operational costs.
Location
100 Crescent Court, 7th Floor, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachariah is a contractor/charter captain for Texas Sailing and Sparrow Sailing, dedicating a few hours per week to each. He also works as an insurance agent selling life, health, disability, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Sparrow Advisors, LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.